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Vision

Help our clients achieve what’s important to them.

We will accomplish this through communication, education and personalized wealth management services.

Values

  • The client comes first. Always.
  • Absolute integrity, objectivity, and reliability.
  • Open, honest communication.
  • Service that exceeds expectations.
  • A constant pursuit of excellence.
  • Extraordinary colleagues and partnerships.
  • Leadership, creativity and innovation.

Independent

There is never a question of our ability to focus solely on what is best for our clients. We are an independent firm with no company agenda to promote. We work directly for you and our success is directly tied to your financial success.

We are backed by the resources of LPL Financial. For 14 consecutive years, Financial Planning Magazine has recognized LPL Financial as the nation’s largest independent broker dealer, based on total revenue. This relationship provides us with industry leading, unbiased research and comprehensive array of tools, resources and technology. LPL Financial has no proprietary products or investment banking relationships.

Dennis Stavinoha, CLU, ChFC, CFP®

dennis@dennisstavinoha.com

Dennis founded the firm with the belief that families need access to independent and objective advice to help them achieve what's important to them. Dennis offers his hands-on proactive counsel to a select group of families and business owners.

With over 30 years of financial services experience, Dennis' expertise spans the wealth management profession and includes financial and estate planning, taxation and investment strategy.

Dennis is a CFP(r) and member of The Financial Planning Association. He attended the CFP residency program conducted at University of California, Berkeley in 1998. In addition to the Certified Financial Planner(r) designation, he earned the Chartered Life Underwriter and Chartered Financial Consultant designations. Dennis holds 6, 7, 24, and 63 FINRA investment registrations with LPL Financial along property and casualty, life and health insurance licenses.

Dennis leadership extends beyond the office. Dennis has served on the board of The Financial Planning Association, president and board of his University Lettermen's Association, executive committee of the Cy-Fair Educational Foundation and chaired the Finance Committee of John Wesley United Methodist Church. Dennis volunteered as a youth football coach in the Spring Branch Memorial Sports Association for 24 years.

Dennis is an active member of John Wesley United Methodist Church, where he serves on the endowment committee.

Dennis attended Stephen F. Austin State University on a football scholarship as an offensive lineman earning a BBA in Accounting. He was the recipient of academic and athletic awards including induction into SFA's Athletic Hall of Fame.

In his time away from the office, Dennis enjoys spending time with his wife, Marsi, and two dogs, Annie and Lucy. He also enjoys golfing and boating.

 Our Process

To ensure that the strategies we develop and recommendations we make fit your unique circumstances, we have developed a proactive and ongoing financial planning and goal management process.

UNDERSTAND
The process begins with investing the time to gain a thorough understanding of your vision based on what’s important to you and your circumstances.

PLAN
Our firm analyzes what we’ve learned about you and conducts research on appropriate solutions to construct a comprehensive plan designed to help you pursue your financial goals.

IMPLEMENT
This is where your vision becomes real. We coordinate the implementation of your plan through a wide array of service providers such as attorneys, CPAs, insurance agents and trust officers.

MONITOR
Just when you make plans, life happens— events large or small can affect your goals and priorities. Our proactive monitoring incorporates tracking systems to keep your plan on track. We’ll help you plan for the unexpected, anticipate change and adjust your plans as necessary.

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Securities and advisory services  offered through LPL Financial Member a Registered Investment Advisor,FINRA/SIPC

The LPL Financial representative associated with this website may discuss and/or transact
securities business only with residents of the following states: CA, CO, TX

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